James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, was featured in The Globe And Mail article "The Bull’s big test: Can rally resume amid inflation worries?". James believes cyclical sectors - banks, energy, materials and industrials - is keeping the market afloat.
It was a strong start to the year as we continued to experience gains across all our strategies. The Aventine Canadian Equity Fund (“ACE Fund”) closed the first quarter up 15.8%. The portfolio’s positive correlation to the economic recovery, along with the realization of some stock-specific catalysts, helped drive a record quarter.
We have been impressed by High Liner Foods' ability to add value through operational improvements. While HLF is the North American leader in frozen seafood products, the market seems to be punishing the stock for previous missteps. We view HLF as a deep-value opportunity. Read our full analysis to learn why…
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, has never been more bullish on utilities. Watch as James discusses his top buys including Emera and Fortis.
We believe the market is well positioned to go higher. To be clear, when we think about the long-term, we are concerned about the potential return profile of both the debt and equity markets. The COVID-19 pandemic has caused a rapid and extreme policy shift.